Director, Wealth Referrals

The Role

Fidelity’s Wealth Advisor Solutions program matches Fidelity’s retail clients with independent, 3rd-party advisors when we determine the best client outcome might be provided by working with an outside partner. As Director, you will help drive and expand Wealth Advisor Solutions (WAS) program, a key element of Fidelity Wealth Management, by ensuring an easy referral process for Fidelity Advisors and an outstanding experience for our clients. In addition, this role will work with other referral offerings Fidelity leverages to help our clients.  To succeed you will collaborate with a wide-range of partners to identify and prioritize initiatives, improve process, develop technology, and lead all aspects of go-to-markets plans. You will have an opportunity to be a key influencer across Fidelity’s retail and institutional business divisions and report to the Head of Retail Wealth Advisor Solutions.

This role will follow Fidelity's dynamic work schedule and will require travel 15-20% of the time.

The Expertise and Skills You Bring

• Bachelor's degree required

• 8+ years of meaningful experience in the financial services industry, including program and product management. Fidelity experience a plus!

• Passion and a sense of purpose that inspires and motivates those with whom you work

• Outstanding written and verbal communication skills, including the ability to represent complex concepts in a clear way and to develop compelling and impactful presentations

• Proven track record of collaborating to build consensus and alignment across and within multiple teams, levels, and functions of an organization

• Unmatched organizational and prioritization skills, and meticulous in detail

• High degree of ownership and accountability for results, and ability to take initiative, learn quickly, and think independently

• Intellectual curiosity and comfort with ambiguity

• Ability to build trust and credibility with peers, senior leaders, and business partners

• Solid understanding of HNW client offerings – fiduciary advice, financial planning, investments, and service models.

• Proven success with project management.

“Note: Fidelity will not provide immigration sponsorship for this position.”

The Team

We have a steadfast dedication to meet the needs of Fidelity’s wealth management clients. Our core mission is to extend the available choices of financial planning and investment services. To solve for this mission, we have built a durable and growing pipeline to connect clients with independent, 3rd party registered investment advisors (RIA’s) when needed. As director, you will join a team of encouraging and welcoming pro’s ready to grow and continue the success of WAS.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.